BCM
TDTF icon

Brookstone Capital Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Brookstone Capital Management’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-305
Closed -$8K – 802
2015
Q3 		$8K Sell
305
-90
-23% -$2.22K ﹤0.01% 1249
2015
Q2 		$10K Buy
+395
New +$9.84K ﹤0.01% 1204

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSI
Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookstone Capital Management's TDTF Position: Q4 2015 in Review

Brookstone Capital Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q4 2015, closing a stake of 305 shares — an estimated $8K sold.

Brookstone Capital Management first reported a position in TDTF in Q2 2015 and held it in 2 quarters. The position peaked at $10K in Q2 2015. 23 funds tracked by Wall St. Rank hold TDTF as of Q4 2015.

  • Brookstone Capital Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 305 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q4 2015, an estimated $8K.
  • Brookstone Capital Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $10K in Q2 2015.
  • 23 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.